Relationship Banker II: Trusted Financial Advisor

U.S. Bank; Los Angeles (CA); Sur place; USD 37 000 - 45 000; Plein temps

Avantages offerts par ce poste

Healthcare

401(k) plan

Paid vacation

Sick leave

Résumé du poste

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and engaging them in financial solutions. You will educate clients on products, open accounts, and assist with loans, while collaborating with the branch team to deliver exceptional service.

The role emphasizes proactive client outreach, knowledge of banking services, and a digital-first approach to meet customer needs while ensuring compliance with NMLS and SAFÉ Act requirements.

Qualifications

• High school diploma or equivalent.
• Minimum four to five years of job-related retail banking experience.
• NMLS registration required under SAFÉ Act and Regulation Z.
• Ability to open consumer and business accounts and process basic transactions.

Responsabilités

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for clients by engaging and communicating effectively.
• Maintain knowledge of retail banking products and services including digital solutions.
• Open new consumer and business accounts and submit credit applications.
• Educate clients on digital products and self-service options.

Connaissances

Relationship building

Customer service

Communication

Sales support

Formation

High school diploma or equivalent

Description du poste

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and engaging them in financial solutions. You will educate clients on products, open accounts, and assist with loans, while collaborating with the branch team to deliver exceptional service.

The role emphasizes proactive client outreach, knowledge of banking services, and a digital-first approach to meet customer needs while ensuring compliance with NMLS and SAFÉ Act requirements.